Amit Ramakant Rawle
ASSTIANT MANAGER-ACCOUT OPENING
Mumbai,MH
Summary
To work in responsible position in any field having challenges & leading growth oriented career.
Overview
22
22
years of professional experience
3
3
Languages
Work History
Assistant Manager
PhillipCapital India Pvt. Ltd.
06.2006 - Current
- Involved in the set up and implementation of procedure of account opening.
- Process of verifying & opening the accounts of Trade On Go online application.
- Process of verifying & opening the account of Phillip9 online application.
- Process of verifying & opening the account of E-assist online application.
- Maintaining records of account opening forms which are coming in from various branches, Relationship managers, Franchises on daily basis.
- Completing of verification of account opening forms received during day and giving feedback of status of account opening forms to respective Relationship Managers on the same day.
- Monitoring & updating online nominee, bank, EKYC 6KYC ATTRIBUTES as per client request.
- Updating & editing of client data as & when required.
- Attending varies mails related modifications, closures, received from Customer Support Service.
- Uploading Unique Client Code (UCC) data to Exchange on daily basis.
- Monitoring and processing of client & broking delivery instructions (manual & file based) in DP back & uploaded on NSDL DPM.
- Handling settlement process of pay-in and pay-out of securities.
- Updating of back office with files downloaded from NSDL.
- Handling client queries related to processing of instructions.
- Coordinating with branches and franchises regarding queries related to account opening, modifications, delivery instructions.
- Attending varies mails related modifications, closures, received from Customer Support Service.
- Monitoring process of dispatch weekly basis.
- Attending various queries through telephones & emails.
- Reporting of dormant client transactions to Compliance.
- Attending SEBI orders mails received from Compliance.
- Interaction with Auditors for concurrent audit & regulatory audits.
Assistant Officer
CSS Process Management Company Pvt. Ltd.
03.2004 - 05.2006
- Company Overview: ISO 9001:2000 certified Company
- Handling correspondence pertaining to ICICI Bank Bonds.
- Attending varies queries of investors like TRM (Transmission of Bonds), COR (Correctic Name). REN (Replacement of bond certificated), CHN (Change of Name), CHA (change Address), MAN (Bank particulars).
- Handling queries regarding TDS, printing duplicate TDS certificated as per Investor's request.
- Attending queries received through emails from Investors.
- Generating daily reports to keep track of pending work and prioritize work.
- Mentoring and knowledge sharing to juniors team members.
- ISO 9001:2000 certified Company
Trainee-Accountant
CA Firm
Mumbai, Maharashtra
01.2003 - 06.2003
Education
Bachelor of commerce - undefined
Mumbai University
Tally graduate Course - Tally 6.3
Maharashtra State Board Certificate course - Desk Top Publishing
Diploma in MS office - undefined
Data Analyst online course - undefined
Ira Edu Tech
NISM Certification - Depository module
National Institute of Securities Markets
Skills
Self motivated
undefinedTimeline
Assistant Manager
PhillipCapital India Pvt. Ltd.
06.2006 - Current
Assistant Officer
CSS Process Management Company Pvt. Ltd.
03.2004 - 05.2006
Trainee-Accountant
CA Firm
01.2003 - 06.2003
Bachelor of commerce - undefined
Mumbai University
Tally graduate Course - Tally 6.3
Maharashtra State Board Certificate course - Desk Top Publishing
Diploma in MS office - undefined
Data Analyst online course - undefined
Ira Edu Tech
NISM Certification - Depository module
National Institute of Securities Markets
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsFlexible work hoursHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchLanguages
English
Hindi
Marathi
Accomplishments
- Implement new online account opening process like Trade On Go, Phillip9, E-assist for smooth functioning of department.
- Create process flow of every activities to help other team members for back up support.
- Explaining circulars to team members as and when required.
- Create process of sending modification letters to clients through emails.
- Successful in making positive & friendly environment between Representative Managers from varies departments which help in building strong business relationship with clients.
Disclaimer
I hereby declare that above mentioned is true to the best of my knowledge and belief.
Personal Information
- Date of Birth: 08/29/79
- Nationality: Indian
- Marital Status: Married
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